Merit Financial Advisors Fees & Minimum

Overview

Headquarters: Alpharetta, GA
Total Firm Assets: $23.9 billion
Average High-Net-Worth Client Portfolio Size: $2.6 million

Recent Rankings

Forbes 2025: 21
Forbes 2024: 24
Barron's 2025: 41
Barron's 2024: 33

Fee Disclosure

Source: MERIT FINANCIAL GROUP, LLC BROCHURE (2026-06-08) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	2.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$25,000	2.50%
$5 million	$125,000	2.50%
$10 million	$250,000	2.50%
$50 million	$1,250,000	2.50%
$100 million	$2,500,000	2.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 47.45%
Number of High-Net-Worth Clients: 4,344
Total Client Accounts: 20,710
Discretionary Accounts: 20,702
Non-Discretionary Accounts: 8

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 142457

MERIT FINANCIAL GROUP, LLC BROCHURE (2026-06-08) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Merit Financial Advisors